See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,674 | $85,202+143.7% | $172,739+20.2% | $72,985+184.5% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 20.57% | 27.32%-6.7pp | 802.84%-782.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,424 | $3,324+123.3% | $5,143+44.3% | $2,440+204.3% |
| Participant deferral / active EE | $6,668 | $3,260+104.5% | $5,198+28.3% | $3,607+84.8% |
| Admin fee / account holder | $5,704 | $5,884-3.1% | $13,954-59.1% | $5,124+11.3% |